Lead Transfer Specialist

Job Description

Job Description

LitFinancial is on a mission to be the most client focused mortgage company in the industry. As of 2025, LitFinancial has earned a perfect 5-star review with the Better Business Bureau and a 4.9 rating with hundreds of reviews from Google by delivering a world class experience. LitFinancial is a dynamic organization built with go-getters who are passionate, hardworking, and honest which fuels an incredible environment. 

The Lead Transfer Specialist is responsible for conducting outbound calls, engaging with prospective clients, and generating qualified opportunities for the Mortgage Banking team.  This role focuses on initiating conversations, building rapport, and identifying client needs so they can be transitioned to a licensed Loan Officer for consultation.

• Conduct a high volume of outbound dials to new leads, returned inquiries, past clients, and referral sources. 

• Engage prospective borrowers to understand their goals, gather preliminary information, and assess level of interest. 

• Warm up and nurture leads through consistent follow-up, clear communication, and relationship building. 

• Document and track all call notes, client interactions, and lead movement in the CRM and lead management systems. 

• Maintain a positive, professional, and customer-focused tone throughout conversations. 

• Collaborate with the Mortgage Banker team on lead strategy, pipeline priorities, and outreach campaigns. 

• Qualify the client and send their account information to Loan Officers to process their application 

• Effectively communicate the benefits of our mortgage and products and services 

• Work collaboratively with Loan Officers to ensure a smooth handoff of qualified leads 

• Meet or exceed daily and weekly call quotas and performance metrics 

  Qualifications:

• Strong communication and conversational skills — confident, friendly, and patient on the phone. 

• Comfortable with high call volume and repetitive outreach activities. 

• Motivated by goals, performance metrics, and results. 

• Ability to stay organized and consistent with follow-up. 

• A positive attitude, coachability, and willingness to improve and grow. 

• Experience in call center sales, customer outreach, cold calling, or inside sales. (preferred) 

• Interest in developing a long-term career in mortgage or financial services. 

  What We Offer: 

• Competitive salary plus performance bonuses 

• Health, dental, and vision insurance 

• 401(k)  

• Paid time off and holidays 

• Supportive and collaborative team environment 

• Opportunities for career advancement 

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